Create integrations between Pivotal Tracker and Salesmate
Create Deal in Salesmate when New Project in Pivotal-tracker
Update Activity in Salesmate when New Story in Pivotal Tracker
Search Company in Salesmate when New Activity in Pivotal-tracker
Update Company in Salesmate when New Story in Pivotal Tracker
Add Note in Salesmate when New Project in Pivotal-tracker
Search User in Salesmate when New Project in Pivotal-tracker
Search Company in Salesmate when New Story in Pivotal Tracker
Create Deal in Salesmate when New Story in Pivotal Tracker
Create Company in Salesmate when New Activity in Pivotal-tracker
Update Contact in Salesmate when New Story in Pivotal Tracker
Actions and Triggers
When this happensTriggers
New Activity
Triggers when any new activity happens within a project.
New Project
Trigger when a new Project is added.
New Story
Triggers when a new story is added in a project.
Do thisActions
Create Project
creates a new project.
Find Project
Finds an existing project by exact name match. Optionally, create a project if none are found.
Create Story
creates a new story in a project
Add Note
Adds Note based on previous step.
Create Activity
Creates a new Activity, probably with input from previous steps.
Create Company
Creates a new Company, probably with input from previous steps.
Frequently Asked Questions
About Pivotal Tracker
Pivotal Tracker is a powerful, agile project management tool designed to help software development teams plan, track, and collaborate on projects efficiently. It provides a shared view of team priorities, a process for collaboration, and real-time updates to keep everyone on the same page.
Learn MoreAbout Salesmate
Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.
Learn More
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